A CRM for financial advisors that does the follow-up admin.
FinPortal is the CRM for financial and pension advisors. After every client meeting it drafts your notes, your next steps, and your follow-up messages, and moves each deal to the right stage on its own.
Built for financial advisors and insurance brokers (Finanzberater and Versicherungsmakler), not for real estate agents. Advice-led client work needs clean records and fast follow-up, and that is exactly what this CRM keeps current for you.
Follow-up is where advisors win or lose
A good advice relationship lives on timely, personal follow-up. But after a full day of meetings, the notes and the follow-up messages are the first things to slip. Advisors lose around 22 hours a week to admin, and much of it is exactly this after-meeting work.
FinPortal drafts the follow-up while the conversation is still fresh, in your own words, so you send it the same day instead of next week.
What the CRM keeps current for you
FinPortal is a full CRM with automatic meeting capture on top, built around the advisor's day.
- Notes and follow-up drafts written after each client meeting
- A pipeline that advances as you talk, with stale records cleared automatically
- The right client record matched across phone, email, and name
- Browser calling and WhatsApp, both logged on the contact
- A client portal for documents between meetings
Swiss data handling, on your own computer
Advisors handle sensitive financial details. With FinPortal, recording, transcription, and AI processing stay on your own computer and the audio never leaves your laptop, in line with the revised Swiss data protection law (revDSG) and the GDPR.
One plan, one price
CHF 197 per user per month, everything included. Start a 14-day pilot with a card on file; nothing is charged until day 14, and you can cancel anytime.
Frequently asked questions
- What is the best CRM for financial advisors in the DACH region?
- The right CRM for an advisor keeps records current without manual data entry and makes same-day follow-up easy. FinPortal does both: it drafts notes and follow-ups after each meeting and updates the pipeline automatically, with data kept on your own computer.
- Can FinPortal write follow-up messages for me?
- Yes. After each client meeting, FinPortal drafts the follow-up message in your own words. You review it and send, so it stays personal while taking minutes instead of an evening.
- Is FinPortal a CRM for insurance or for financial advice?
- Both. FinPortal serves insurance brokers and financial and pension advisors. It is not built for real estate agents.
- What does the CRM cost?
- One plan at CHF 197 per user per month, everything included, with a 14-day pilot first.
Keep every advice relationship followed up.
Run the 14-day pilot with your team. Nothing is charged until day 14.
Start your 14-day pilot